---
title: "Cramer says defensive stock sell-off driven by emotion, not logic"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286473860.md"
description: "Cramer warns that the recent sell-off of defensive stocks like McDonald's and Dollar General, which have dropped over 10% in a month, is driven by emotion rather than logic. He advises against purchasing these retail stocks just because they seem cheap, attributing the decline to sentiment influenced by geopolitical events. Economic challenges such as inflation, high energy costs, and a K-shaped economy are negatively impacting consumer sentiment, even in traditionally stable sectors."
datetime: "2026-05-14T21:53:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286473860.md)
  - [en](https://longbridge.com/en/news/286473860.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286473860.md)
---

# Cramer says defensive stock sell-off driven by emotion, not logic

Unexpected stock slump: McDonald’s and Dollar General shares have dropped over 10% in a month, defying their usual safe-haven status during economic stress. Cramer’s warning: Jim Cramer cautions against buying retail stocks solely because they appear cheap, blaming the sell-off on sentiment-driven reactions to geopolitical events. Economic headwinds: Inflation, high energy costs, and a deepening K-shaped economy are eroding consumer sentiment, affecting even typically resilient sectors.

### Related Stocks

- [MCD.US](https://longbridge.com/en/quote/MCD.US.md)
- [DG.US](https://longbridge.com/en/quote/DG.US.md)
- [RTH.US](https://longbridge.com/en/quote/RTH.US.md)

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